portfoliomgmt

PORTFOLIO MANAGEMENT

enabling sub-brokers to create trust in their recommendations to hni clients through way of transparency and precison

[project best viewed on desktop]

BACKGROUND

this project is a blend of unique journeys in

angel one's ecosystem and a move towards integrating ai into their ecosystem

this project is a blend of unique journeys in angel one's ecosystem and a move towards integrating ai into their ecosystem

NXT PLATFORM

platform for sub-brokers to manage leads and clients

IONIC WEALTH

wealth management platform mainly focused on HNIs

SPARK APP AND WEB

investment and trading platform for retail customers

NXT PLATFORM

platform for sub-brokers to manage leads and clients

IONIC WEALTH

wealth management platform mainly focused on HNIs

SPARK APP AND WEB

investment and trading platform for retail customers

NXT PLATFORM

platform for sub-brokers to manage leads and clients

IONIC WEALTH

wealth management platform mainly focused on HNIs

SPARK APP AND WEB

investment and trading platform for retail customers

ANGEL ONE'S VISION FOR AI

"unlock deep personal opportunities for customers

- once hard to discover and act on -

ensuring trust, transparency and regulatory alignment"

"unlock deep personal opportunities for customers

- once hard to discover and act on -

ensuring trust, transparency and regulatory alignment"

-rohit chatter, chief data officer at angel one

TRUST

PRECISION

TRANSPARENCY

angel one wants to develop trust in their ai offerings to their clients

(are the clients placing the orders or not)

trust is to be developed by being precise with suggested opportunities

(did the order give promised returns)

while delivering these precisions, there is a need to be transparent

(how were the opportunities surfaced)

TRUST

PRECISION

TRANSPARENCY

angel one wants to develop trust in their ai offerings to their clients

(are the clients placing the orders or not)

trust is to be developed by being precise with suggested opportunities

(did the order give promised returns)

while delivering these precisions, there is a need to be transparent

(how were the opportunities surfaced)

NEED ANALYSIS

0k+

sub-brokers

0cr+

clients

hni clients

avg hni orders/month

0k+

sub-brokers

0cr+

clients

hni clients

avg hni orders/month

what do these

SUB-BROKERS

want

a way to manage requests/clarifications

of large number of clients, which is restricted currently in absence of regulated channels of information dispersion. word of mouth is the most used channel currently

a way to be precise in their search and review of opportunities for individual clients aligning with their risk profiles

an easier way to convince their clients that the opportunities that they brought forward are real and will work

a way to build on their immense market knowledge, to be able to serve more customers to drive more and more adoption and bring trust in their process

have

market insights

portfolio historical data

power to review/select opportunities

what do these

CLIENTS

want

a way for them to realize their own risk profile and build a portfolio around that

manage a balanced portfolio and maintain the balance in times of adversity/opportunity

easier way to understand rebalancing strategies

a way for them to know why certain opportunities are surfaced for them and how it matters to their risk profile

easier way to understand rebalancing strategies

an easier way to understand industry data points surfaced to them regarding their opportunities

have

$$$$$$$$

risk appetite judgement

power to accept/reject opportunities

what do these

SUB-BROKERS

want

a way to manage requests/clarifications

of large number of clients, which is restricted currently in absence of regulated channels of information dispersion. word of mouth is the most used channel currently

a way to be precise in their search and review of opportunities for individual clients aligning with their risk profiles

an easier way to convince their clients that the opportunities that they brought forward are real and will work

a way to build on their immense market knowledge, to be able to serve more customers to drive more and more adoption and bring trust in their process

have

market insights

portfolio historical data

power to review/select opportunities

what do these

CLIENTS

want

a way for them to realize their own risk profile and build a portfolio around that

manage a balanced portfolio and maintain the balance in times of adversity/opportunity

easier way to understand rebalancing strategies

a way for them to know why certain opportunities are surfaced for them and how it matters to their risk profile

easier way to understand rebalancing strategies

an easier way to understand industry data points surfaced to them regarding their opportunities

have

$$$$$$$$

risk appetite judgement

power to accept/reject opportunities

sub-broker

client

sub-broker

client

sub-broker

client

sub-broker

client

propreitary

ai models

2-3 gen ai/ai offering

trusted data foundation

core governance - data and ai

mature mlops

agentic ai - automate processes

angel one fine tuned llms

hyper personalized agents

this project lies here

2-3 gen ai/ai offering

trusted data foundation

core governance - data and ai

mature mlops

agentic ai - automate processes

angel one fine tuned llms

hyper personalized agents

this project lies here

ANGEL ONE'S ROAD TO THE VISION

OBJECTIVES

redacteed text

this text has been redacted due to nda regulations

redacteed text

this text has been redacted due to nda regulations

product innovation

develop ai driven products like robo advisory, market prediction tools, and B2B solutions for sub-brokers with high velocity

redacteed text

this text has been redacted due to nda regulations

FRAMEWORKS

data foundation

high quality, governed, and secure data underpins reliable, compliant ai models. uniform data platforms and privacy controls are critical

redacteed text

this text has been redacted due to nda regulations

redacteed text

this text has been redacted due to nda regulations

redacteed text

this text has been redacted due to nda regulations

this project lies here

ANGEL ONE'S ROAD TO THE VISION

OBJECTIVES

redacteed text

this text has been redacted due to nda regulations

redacteed text

this text has been redacted due to nda regulations

product innovation

develop ai driven products like robo advisory, market prediction tools, and B2B solutions for sub-brokers with high velocity

redacteed text

this text has been redacted due to nda regulations

FRAMEWORKS

data foundation

high quality, governed, and secure data underpins reliable, compliant ai models. uniform data platforms and privacy controls are critical

redacteed text

this text has been redacted due to nda regulations

redacteed text

this text has been redacted due to nda regulations

redacteed text

this text has been redacted due to nda regulations

this project lies here

IMMEDIATE NEEDS TO BE SOLVED

CLIENTS

need

to analyze risk profile

to put money in

to review rules to be set for keeping a balanced portfolio

SUB-BROKERS

need

to be able to analyze portfolios beyond sector/cap weight distribution

to be able to use their intense market knowledge in a meaningful way to search for opportunities catered to specific client risk profiles

SUB-BROKERS

need

to be able to create suggestions not recommendations in times of adversity

to be able to suggest these changes without much personal intervention

CLIENTS

need

to be able to review the suggested opportunities

to be able to understand why these specific opportunities were surfaced for them in relation to their risk profile

order order order order

IMMEDIATE NEEDS TO BE SOLVED

CLIENTS

need

to analyze risk profile

to put money in

to review rules to be set for keeping a balanced portfolio

SUB-BROKERS

need

to be able to analyze portfolios beyond sector/cap weight distribution

to be able to use their intense market knowledge in a meaningful way to search for opportunities catered to specific client risk profiles

SUB-BROKERS

need

to be able to create suggestions not recommendations in times of adversity

to be able to suggest these changes without much personal intervention

CLIENTS

need

to be able to review the suggested opportunities

to be able to understand why these specific opportunities were surfaced for them in relation to their risk profile

order order order order

SOLUTION

[project best viewed on desktop]

clients

takes decisions of risk profile and initial investment

review target allocations suggested for different instruments w.r.t. risk profile

sub-brokers

creates the portfolio or takes in existing one and then takes care of it

when required, reviews situation and creates suggestion list by comparing risk profile to market correlations

clients

understand and review suggested opportunities

check the effect of the suggested change on portfolio allocation and place order

[project best viewed on desktop]

clients

takes decisions of risk profile and initial investment

review target allocations suggested for different instruments w.r.t. risk profile

sub-brokers

creates the portfolio or takes in existing one and then takes care of it

when required, reviews situation and creates suggestion list by comparing risk profile to market correlations

clients

understand and review suggested opportunities

check the effect of the suggested change on portfolio allocation and place order

clients

takes decisions of risk profile and initial investment

review target allocations suggested for different instruments w.r.t. risk profile

sub-brokers

creates the portfolio or takes in existing one and then takes care of it

when required, reviews situation and creates suggestion list by comparing risk profile to market correlations

clients

understand and review suggested opportunities

check the effect of the suggested change on portfolio allocation and place order

FRAMEWORK

adapted from the work of

dr. tamara munzer

WHY

why is the task being performed now

ACTIONS

analyze

consume

produce

location

target

query

identify

compare

summarize

TARGETS

all data

items

attributes

positions

attributes

one

many

WHAT

what data is to be shown to complete the tasks

DATASETS

data types

items

attributes

dataset types

tables

fields

dataset availability

static

dynamic

ATTRIBUTES

attribute types

categorical

ordered

ordering direction

sequential

diverging

cyclic

tables

fields

HOW

how is the 'vis' idiom constructed in terms of design choices

ENCODE

arrange

express

order

seperate

map

color

size, angle, curvature

shape

OPERATE

manipulate

change

select

shape

facet

juxtapose

partition

superimpose

reduce

filter

aggregate

embed

solution_final

be-aware

dissect

manage

act

CLIENT PERFORMANCE REPORT

FUNDAMENTALS ANALYSIS

INVESTMENT MAP

OPPORTUNITIES SET

four charts give the sub-broker a snapshot of the client's portfolio - what they hold, how it performed, when it moved, and, which specific stocks drove or dragged performance

sequence of six correlation charts to help the sub-broker understand the intrinsic value of any stock in accordance to the clients' risk profiles

comprehensive presentation of current situation to help the sub-broker understand the relations between sector and market cap violations for every stock and decide rebalancing actions accordingly

selection of rebalancing strategies for the sub-broker to review and forward to the clients for final order placement approval

PORTFOLIO ALLOCATION

distribution of client's equity portfolio according to the rules set with exposure violations highlighted

PORTFOLIO PERFORMANCE

current/invested value comparisons in all sectors/market caps within/outside portfolio to help align position sizing

PORTFOLIO GROWTH

growth of various sectors/market caps in comparison to its peers and the sector index movement

PORTFOLIO COMPOSITION

distribution of client's equity portfolio according to the rules set with exposure violations highlighted

SECTOR FUNDAMENTAL ANALYSIS

scatter plot for every sector to understand correlations of stocks under-performing in portfolio and compare them with ones not in portfolio

MARKET CAP FUNDAMENTAL ANALYSIS

distribution of client's equity portfolio according to the rules set with exposure violations highlighted

INVESTMENT MAP

all the stocks in the client's equity portfolio with violations either in sector allocation of market cap allocation listed to provide sub-broker the complete picture of the investments

REVIEW TABLE

final rebalancing actions to be done on selected stocks (both within/outside portfolio) in accordance with fundamentals necessary to justify the actions

OPPORTUNITIES

list of various rebalancing strategies to be selected and forwarded to the client along with details of why these opportunities were surfaced

ALLOCATION ADJUSTMENTS

final check of how the allocation rules are reacting to each opportunity set where in adjustment in each sector/market cap is highlighted

be-aware

dissect

manage

act

be-aware

dissect

manage

act

portfolio allocation

WHY

ACTIONS

analyze

consume

discover - portfolio exposures by sector and market‐cap against defined targets

present - deviations to guide allocation rebalancing

locate

current weights and benchmark targets

find sectors and cap tiers whose current weight ≠ target

query

identify

summarize

identify and compare actual vs. target; summarize violation magnitudes

rank by largest over/under-exposure

TARGETS

all data

trends - find allocation trend with current allocation %

outliers - find individual sectors or cap tiers with largest violations

attributes

one - to find overall distribution of allocation

many - to find overall distribution of allocation

WHAT

DATASETS & ATTRIBUTES

data type and attribute type

item

attributes

sector, market cap - categorical - keys

current allocation % - ordered - quantitative - sequential ordering direction

target allocation % - ordered - quantitative

exposure violation % - ordered - quantitative and diverging around zero ordering direction

dataset type

static table

HOW

ENCODE

arrange

express - value attribute with aligned horizontal position

separate - key attribute with vertical position

order - absolute allocation values or exposure values

map

length - horizontal bar for current allocation

length + hue (diverging red) - horizontal bar for violation magnitude

position and color - green(hue) thin vertical tick for target allocation

color and spatial region - distinct (hue), row for item key (sector/tier)

OPERATE

manipulate

select

click sector bar to drill down into individual holdings

reduce

filter

hide market cap values or current/invested amount values for clearer view

SECTOR ARRANGEMENT TOGGLE

OVER/UNDER-EXPOSED SECTORS/CAPS

portfolio allocation

WHY

ACTIONS

analyze

consume

discover - portfolio exposures by sector and market‐cap against defined targets

present - deviations to guide allocation rebalancing

locate

current weights and benchmark targets

find sectors and cap tiers whose current weight ≠ target

query

identify

summarize

identify and compare actual vs. target; summarize violation magnitudes

rank by largest over/under-exposure

TARGETS

all data

trends - find allocation trend with current allocation %

outliers - find individual sectors or cap tiers with largest violations

attributes

one - to find overall distribution of allocation

many - to find overall distribution of allocation

WHAT

DATASETS & ATTRIBUTES

data type and attribute type

item

attributes

sector, market cap - categorical - keys

current allocation % - ordered - quantitative - sequential ordering direction

target allocation % - ordered - quantitative

exposure violation % - ordered - quantitative and diverging around zero ordering direction

dataset type

static table

HOW

ENCODE

arrange

express - value attribute with aligned horizontal position

separate - key attribute with vertical position

order - absolute allocation values or exposure values

map

length - horizontal bar for current allocation

length + hue (diverging red) - horizontal bar for violation magnitude

position and color - green(hue) thin vertical tick for target allocation

color and spatial region - distinct (hue), row for item key (sector/tier)

OPERATE

manipulate

select

click sector bar to drill down into individual holdings

reduce

filter

hide market cap values or current/invested amount values for clearer view

SECTOR ARRANGEMENT TOGGLE

OVER/UNDER-EXPOSED SECTORS/CAPS

[project best viewed on desktop]

PORTFOLIO ALLOCATION

distribution of client's equity portfolio according to the rules set with exposure violations highlighted

CLIENT PERFORMANCE REPORT

FUNDAMENTALS ANALYSIS

INVESTMENT MAP

OPPORTUNITIES SET

four charts give the sub-broker a snapshot of the client's portfolio - what they hold, how it performed, when it moved, and, which specific stocks drove or dragged performance

sequence of six correlation charts to help the sub-broker understand the intrinsic value of any stock in accordance to the clients' risk profiles

portfolio performance

WHY

ACTIONS

analyze

consume

discover - sector-level performance by comparing current market values against invested amounts

discover - sectors that have driven portfolio gains or losses

present - the size(market cap) of the sectors invested in

locate

sectors where small investments generated disproportionate returns + sectors which have high exposure violations (from previous graph)

query

identify

compare

sectors which show the largest disparity between invested and current values

market cap of sectors invested in with that of others not invested in

TARGETS

all data

trends - overall distribution of gain or loss across sectors -shape of overall graph

outliers - sectors with extreme positive or negative performance + sectors with high invested value and now negative current value

attributes

one - to find overall distribution and diversification of current values across sectors

many - find out if investments made in sectors are proprotionate to the sector size, keeping in mind the investor type - conservative vs aggressive

WHAT

DATASETS & ATTRIBUTES

data type and attribute type

item

attributes

sector, market cap - categorical - keys

current value - ordered - quantitative - diverging ordering direction

invested value - ordered - quantitative - sequential

market cap size - ordered - quantitative - sequential

exposure violation % - ordered - quantitative and diverging around zero ordering direction

dataset type

static table

HOW

ENCODE

arrange

express - value attributes with aligned vertical position

separate - key attribute with horizontal position to accommodate maximum sectors possible in view

order - key attribute with current value or sector market capitalization

map

length + color (hue + luminance) - vertical bar for invested value - unidirectional

length + color (hue) - vertical bar for current value - bar direction (above/below zero)

length + luminance (gradient) - vertical bar for sector market capitalization

OPERATE

manipulate

select

click sector bar to drill down into individual holdings

reduce

filter

hide market cap values or current/invested amount values for clearer view

SECTOR ARRANGEMENT TOGGLE

CHART VIEW TOGGLE

click to view other chart

SECTORS NOT IN PORTFOLIO

portfolio performance

WHY

ACTIONS

analyze

consume

discover - sector-level performance by comparing current market values against invested amounts

discover - sectors that have driven portfolio gains or losses

present - the size(market cap) of the sectors invested in

locate

sectors where small investments generated disproportionate returns + sectors which have high exposure violations (from previous graph)

query

identify

compare

sectors which show the largest disparity between invested and current values

market cap of sectors invested in with that of others not invested in

TARGETS

all data

trends - overall distribution of gain or loss across sectors -shape of overall graph

outliers - sectors with extreme positive or negative performance + sectors with high invested value and now negative current value

attributes

one - to find overall distribution and diversification of current values across sectors

many - find out if investments made in sectors are proprotionate to the sector size, keeping in mind the investor type - conservative vs aggressive

WHAT

DATASETS & ATTRIBUTES

data type and attribute type

item

attributes

sector, market cap - categorical - keys

current value - ordered - quantitative - diverging ordering direction

invested value - ordered - quantitative - sequential

market cap size - ordered - quantitative - sequential

exposure violation % - ordered - quantitative and diverging around zero ordering direction

dataset type

static table

HOW

ENCODE

arrange

express - value attributes with aligned vertical position

separate - key attribute with horizontal position to accommodate maximum sectors possible in view

order - key attribute with current value or sector market capitalization

map

length + color (hue + luminance) - vertical bar for invested value - unidirectional

length + color (hue) - vertical bar for current value - bar direction (above/below zero)

length + luminance (gradient) - vertical bar for sector market capitalization

OPERATE

manipulate

select

click sector bar to drill down into individual holdings

reduce

filter

hide market cap values or current/invested amount values for clearer view

SECTOR ARRANGEMENT TOGGLE

CHART VIEW TOGGLE

click to view other chart

SECTORS NOT IN PORTFOLIO

PORTFOLIO PERFORMANCE

current/invested value comparisons in all sectors/market caps within/outside portfolio to help align position sizing

[project best viewed on desktop]

portfolio growth

WHY

ACTIONS

analyze

consume

discover - portfolio performance of sectors invested in over time

discover - periods where all sectors moved in correlation vs. divergent patterns

present - sub-brokers's skill versus passive index investing

present - market timing effectiveness and sector allocation decisions over time

locate

sectors where small investments generated disproportionate returns + sectors which have high exposure violations (from previous graph)

query

identify

compare

sectors where portfolio consistently tracks or diverges from market indices

sectors which demonstrate highest volatility vs. portfolio stability

TARGETS

all data

trends - long-term growth trajectories, cyclical patterns, volatility clustering

outliers - periods of extreme outperformance/ underperformance vs. benchmarks

attributes

one - find portfolio performance and volatility distribution of one sector in concern

many - similarity in performance of different sectors both in portfolio and which are not there in portfolio

many - portfolio performance dependence on specific sector movements vs. active decisions (adding/withdrawing funds)

WHAT

DATASETS & ATTRIBUTES

data type and attribute type

item

links

positions

attributes

time periods (quarters), sectors - categorical - keys

temporal progression showing quarter-to-quarter changes

sequential time positions along horizontal axis with normalized performance values

quarterly time periods - temporal - ordered - chronological sequence

portfolio performance values (normalized to baseline=100) - quantitative - sequential

sector index performance values - quantitative - sequential

dataset type

multi-dimensional time-series table

HOW

ENCODE

arrange

express - temporal sequencing - x-axis shows chronological progression

separate - distinct visual channels for portfolio vs. benchmark indices by color intensity

axis orientation - rectilinear coordinate system with horizontal time, vertical performance

map

vertical position - for performance magnitude - directional

horizontal position - for time progression - unidirectional

line style (solid/dashed) + luminance - for clear distinction between portfolio and benchmark (sector index)

color (hue + luminance) - for sector identity - categorical encoding for different sector themes

OPERATE

manipulate

select

click sector legend to highlight/isolate specific portfolio-benchmark pairs

click sector line to drill down into individual holdings - sector level analysis

reduce

filter

hide market cap values or current/invested amount values for clearer view

SECTOR ARRANGEMENT TOGGLE

HIGHEST EXPOSURE SECTOR HIGHLIGHTED

portfolio growth

WHY

ACTIONS

analyze

consume

discover - portfolio performance of sectors invested in over time

discover - periods where all sectors moved in correlation vs. divergent patterns

present - sub-brokers's skill versus passive index investing

present - market timing effectiveness and sector allocation decisions over time

locate

sectors where small investments generated disproportionate returns + sectors which have high exposure violations (from previous graph)

query

identify

compare

sectors where portfolio consistently tracks or diverges from market indices

sectors which demonstrate highest volatility vs. portfolio stability

TARGETS

all data

trends - long-term growth trajectories, cyclical patterns, volatility clustering

outliers - periods of extreme outperformance/ underperformance vs. benchmarks

attributes

one - find portfolio performance and volatility distribution of one sector in concern

many - similarity in performance of different sectors both in portfolio and which are not there in portfolio

many - portfolio performance dependence on specific sector movements vs. active decisions (adding/withdrawing funds)

WHAT

DATASETS & ATTRIBUTES

data type and attribute type

item

links

positions

attributes

time periods (quarters), sectors - categorical - keys

temporal progression showing quarter-to-quarter changes

sequential time positions along horizontal axis with normalized performance values

quarterly time periods - temporal - ordered - chronological sequence

portfolio performance values (normalized to baseline=100) - quantitative - sequential

sector index performance values - quantitative - sequential

dataset type

multi-dimensional time-series table

HOW

ENCODE

arrange

express - temporal sequencing - x-axis shows chronological progression

separate - distinct visual channels for portfolio vs. benchmark indices by color intensity

axis orientation - rectilinear coordinate system with horizontal time, vertical performance

map

vertical position - for performance magnitude - directional

horizontal position - for time progression - unidirectional

line style (solid/dashed) + luminance - for clear distinction between portfolio and benchmark (sector index)

color (hue + luminance) - for sector identity - categorical encoding for different sector themes

OPERATE

manipulate

select

click sector legend to highlight/isolate specific portfolio-benchmark pairs

click sector line to drill down into individual holdings - sector level analysis

reduce

filter

hide market cap values or current/invested amount values for clearer view

SECTOR ARRANGEMENT TOGGLE

HIGHEST EXPOSURE SECTOR HIGHLIGHTED

PORTFOLIO GROWTH

growth of various sectors/market caps in comparison to its peers and the sector index movement

[project best viewed on desktop]

portfolio composition

WHY

ACTIONS

analyze

consume

discover - compare portfolio structure against market composition and policy targets simultaneously

discover - understand balancing - rule compliance, performance attribution, and market context in unified view

locate

high-performing market sectors with zero portfolio exposure

sectors which outperformed/underperformed both portfolio targets and market benchmarks

market sectors which represent missed opportunities based on performance and market weight

query

identify

compare

sectors needing attention for rule, performance, or market alignment reasons

individual stocks represent the largest concentrations within each sector and how do these compare to market context

sectors which demonstrate highest volatility vs. portfolio stability

TARGETS

all data

trends - view of portfolio composition, market composition, rule compliance, and performance

outliers - sectors with extreme exposure violations, performance gaps, or market misalignment

attributes

many - check sharp value diverge of overall portfolio value from market benchmarks

many - distribution of gains and losses across positions which indicate potential rule or risk-management failures

many - portfolio underperforming despite alignment with sector allocation targets

many - trends of small-cap or emerging-sector allocations outperforming or underperforming relative to large-cap exposures

WHAT

DATASETS & ATTRIBUTES

data type and attribute type

item

attributes

individual stocks within portfolio sectors - categorical

portfolio sectors - categorical

exposure violation percentages - quantitative - diverging around zero

portfolio sector p&l, individual stock performance, stock weight - quantitative - ordered - sequential

market sector weights, market sector 1y performance - quantitative - sequential

dataset type

multi-dimensional integration

portfolio layer - stock weights, sector weights, performance attribution

market sector weights, sector performance benchmarks

target allocations, exposure limits, violation calculations

HOW

ENCODE

arrange

express - proportional area encoding - rectangle area directly proportional to portfolio weight

express - hierarchical arrangement - sectors as major divisions, stocks as subdivisions within sectors

separate - sector boundaries clearly delineated with color-coded baselines

mosaic layout - optimal use of available space with no wasted area

map

rectangle area - for sector portfolio weight - area encoding

horizontal position + color - for sector classification - spatial region for categorical data

color luminance - for performance magnitude - 4 bands of 100%, 75%, 50%, 25% luminance in both color channels - red and green

height of rectangle/vertical position - for stock weight and performance direction

rectangle label - for individual stock identity - precise identification

OPERATE

manipulate

select

change

click sector rectangle to drill down into individual holdings - sector level analysis

toggle between different performance time periods (1M, 3M, 6M, 1Y)

HEIGHT OF RECTANGLE SHOWS WEIGHT IN SECTOR

OVER/UNDEREXPOSURE IN SECTOR MENTIONED

portfolio composition

WHY

ACTIONS

analyze

consume

discover - compare portfolio structure against market composition and policy targets simultaneously

discover - understand balancing - rule compliance, performance attribution, and market context in unified view

locate

high-performing market sectors with zero portfolio exposure

sectors which outperformed/underperformed both portfolio targets and market benchmarks

market sectors which represent missed opportunities based on performance and market weight

query

identify

compare

sectors needing attention for rule, performance, or market alignment reasons

individual stocks represent the largest concentrations within each sector and how do these compare to market context

sectors which demonstrate highest volatility vs. portfolio stability

TARGETS

all data

trends - view of portfolio composition, market composition, rule compliance, and performance

outliers - sectors with extreme exposure violations, performance gaps, or market misalignment

attributes

many - check sharp value diverge of overall portfolio value from market benchmarks

many - distribution of gains and losses across positions which indicate potential rule or risk-management failures

many - portfolio underperforming despite alignment with sector allocation targets

many - trends of small-cap or emerging-sector allocations outperforming or underperforming relative to large-cap exposures

WHAT

DATASETS & ATTRIBUTES

data type and attribute type

item

attributes

individual stocks within portfolio sectors - categorical

portfolio sectors - categorical

exposure violation percentages - quantitative - diverging around zero

portfolio sector p&l, individual stock performance, stock weight - quantitative - ordered - sequential

market sector weights, market sector 1y performance - quantitative - sequential

dataset type

multi-dimensional integration

portfolio layer - stock weights, sector weights, performance attribution

market sector weights, sector performance benchmarks

target allocations, exposure limits, violation calculations

HOW

ENCODE

arrange

express - proportional area encoding - rectangle area directly proportional to portfolio weight

express - hierarchical arrangement - sectors as major divisions, stocks as subdivisions within sectors

separate - sector boundaries clearly delineated with color-coded baselines

mosaic layout - optimal use of available space with no wasted area

map

rectangle area - for sector portfolio weight - area encoding

horizontal position + color - for sector classification - spatial region for categorical data

color luminance - for performance magnitude - 4 bands of 100%, 75%, 50%, 25% luminance in both color channels - red and green

height of rectangle/vertical position - for stock weight and performance direction

rectangle label - for individual stock identity - precise identification

OPERATE

manipulate

select

change

click sector rectangle to drill down into individual holdings - sector level analysis

toggle between different performance time periods (1M, 3M, 6M, 1Y)

HEIGHT OF RECTANGLE SHOWS WEIGHT IN SECTOR

OVER/UNDEREXPOSURE IN SECTOR MENTIONED

PORTFOLIO COMPOSITION

mosaic plot to get basic understanding of stock level performance in accordance with sector/market cap allocation

[project best viewed on desktop]

/questions/

UNANSWERED QUESTIONS

questions which remain unanswered after the 4 sections above

"why are certain stocks in the portfolio underperforming/overperforming?"

"which stocks to hold, reduce, or swap and why?"

"how do we compare between stocks within a sector, check if the selection was right?"

"on what basis do we compare the stocks - what attributes?"

"what do these attributes mean to the client who can be aggressive or conservative?"

"which attributes would an aggressive/conservative investor care more about ?"

"how would it be connected to the risk profile ?"

"which attributes show a proper evidence of the reason of the movement over/under defined exposure values ?"

break

over

fundamentals analysis

WHY

ACTIONS

analyze

consume

discover - portfolio drivers of sector/market cap allocation imbalances - holdings which disproportionately sway sector exposure due to strong outperformance or underperformance

discover - stocks which are consistent outperformers or underperformers across multiple fundamental dimensions

present - attributes which show a proper evidence of the reason of the movement over/under defined exposure values

present - evidence-based justifications for portfolio decisions

present - understand if poor conversion, quality, or risk factors drive performance

present - translate attribute meaning in risk/return terms for different investor preferences

lookup

explore

targeted searches for stocks meeting specific fundamental criteria

browse through sector comparisons and exploring different attribute combinations based on investor profiles

query

identify

compare

identify unexpected patterns, structural weaknesses, or strengths not immediately obvious

specific financial red flags or opportunities.

comprehensive comparison of stocks across multiple attributes and time periods

TARGETS

all data

trends - discover overall trends and distributions in portfolio and market data considering correlated attributes

clusters - identify coherent groups (e.g., sector clusters/high-performing peer groups) and surface persistent features either across time or topology

outliers - stocks that distort exposures or signal excessive risk/opportunities considering correlated attributes wrt investor types

attributes

one - compare attribute values of one sector against values of other dependent or completely independent sectors

many - attributes which correlate strongly with portfolio performance - which drive risk segmentation

many - attributes which provide clear evidence for observed over/under defined exposure shifts in portfolio

many - compare attribute values between portfolio holdings and sector peers for decision support

many - connect attributes explicitly to client risk profiles and investment styles

WHAT

DATASETS & ATTRIBUTES

data type and attribute type

item

attributes

portfolio holdings and sector peer stocks - categorical

stocks highlighted in contributor and top performer panels - categorical

x/y axis financial metrics - quantitative

current value of stock - quantitative - ordered - sequential

% growth in portfolio (for contributors) - quantitative - sequential

market growth % (for sector peers) - quantitative - sequential

time-series data for historical tooltip display

dataset type

multi-dimensional integration

portfolio layer stock weights within the portfolio, sector weights within the portfolio, performance attribution components by stock and sector level within portfolio

market layer - market sector weights weighting the impact of market performance

target allocations, exposure limits, violation calculations

market data available

investor type

conservative

moderate

aggressive

survival indicators

indicator requirement

low

mid

high

net revenue

scale

measures the total revenue from business operations, indicating market expansion or demand growth

net income

profitability

shows the total profit after expenses, taxes, and interest, indicating overall financial health

current ratio

liquidity

shows short-term liquidity and the ability to cover short-term liabilities with short-term assets

debt-to-equity ratio

leverage

compares total debt with equity, reflecting how much the company relies on borrowed funds

operating cash flow

cash flow

indicates the cash generated by the company’s operations, a measure of financial stability

growth indicators

indicator requirement

low

mid

high

eps

returns

represents profit allocated to each share, indicating earnings efficiency for shareholders

roe

effectiveness

measures how effectively equity capital is used to generate profit, reflecting management efficiency

p/e ratio

valuation

measures how much investors are willing to pay for a company's earnings, reflecting market optimism.

profit margin

discipline

shows how much operating profit is generated per dollar of sales. net income as a percentage of sales

dividend yield

income

indicates the return on stock through dividends, useful for income-focused investors.

correlation matrix

indicator requirement

low

mid

high

scale

net revenue

profitability

net income

liquidity

current ratio

leverage

debt - to - equity

ratio

cash flow

operating

cash flow

returns

eps

effectiveness

roe

valuation

p/e ratio

discipline

profit margin

income

dividend yield

conservative investor

preferences

quality

sustain-

ability

efficiency

resilience

accretion

coverage

distribution

scalability

self-

sufficiency

utilization

aggressive investor

preferences

potential

sentiment

financing

dominance

re-

investment

expansion

innovation

retention

vision

leverage

scale

net revenue

profitability

net income

liquidity

current ratio

leverage

debt - to - equity

ratio

cash flow

operating

cash flow

returns

eps

effectiveness

roe

valuation

p/e ratio

discipline

profit margin

income

dividend yield

potential

quality

efficiency

accretion

sentiment

resilience

potential

quality

efficiency

accretion

sentiment

resilience

net revenue vs. net income

purpose

tests if company is internally funding growth, avoiding risk

captures market’s expectations vs reality

checks if profits actually accrue per share

ensures high roe comes from strong operations, not leverage

validates earnings with cash; earnings quality

checks if growth in sales translates into profits

rationale

ensures high roe is achieved with modest leverage—enhances confidence that future earnings won’t be impaired by financial distress

captures how the market is pricing in expected near-term earnings—vital for gauging if a rally (or sell-off) is justified

shows that growing profits truly accrue to each share (no dilution)—essential when modeling per-share intrinsic value and payout capacity

validates that the company turns sales into real shareholder returns—even strong sentiment can’t override a bad roe

guards against accounting distortions—ensures profits really convert to cash before you trust any valuation multiple

blends top-line momentum with actual profit delivery—useful to catch early movers that have both sales and earnings momentum

conservative interest

wary of firms with high debt-to-equity – no matter how good the roe looks – because they want to avoid the risk of bankruptcy or crisis dilution

price should reflect earnings power. conservatives prefer p/e ratios justified by actual eps performance, not just hope

expect net income growth to translate into proportional eps growth, indicating little dilution. if net income rises but eps stagnates or falls, it signals dilution of shareholder value

examine whether a high roe is supported by a healthy net profit margin. a strong margin indicates roe is driven by genuine profitability

stable or growing cash flow in tandem with net income reassures them that profits are tangible and not merely an artifact of accrual accounting

rising sales feed through to higher net income, emphasizing sustainable expansion

aggressive interest

recognize that if growth is built on an overly leveraged balance sheet, it could quickly unravel in a downturn

buy into optimistic forecasts and are comfortable with valuations that assume significant eps growth ahead

willing to accept EPS dilution in the short term as companies issue shares or options to fund expansion

focus on high roe figures even with modes profit margins, reasoning that companies can use asset efficiency or leverage to boost returns

seek situations where reported earnings are strong but cash flow is temporarily low (for example, due to surging receivables or inventory required for expansion

willing to accept low or even negative net income in the short term as long as sales are skyrocketing

HOW

ENCODE

arrange

express - quantitative attribute values along aligned horizontal and vertical axes in scatter plots (e.g., revenue on x, income on y)

separate - key grouping variables sector with clearly delineated color hue distinctions

map

rectangle area - for sector portfolio weight - area encoding

horizontal position + color - for sector classification - spatial region for categorical data

color luminance - for performance magnitude - 4 bands of 100%, 75%, 50%, 25% luminance in both color channels - red and green

height of rectangle/vertical position - for stock weight and performance direction

rectangle label - for individual stock identity - precise identification

OPERATE

manipulate

select

change

click sector rectangle to drill down into individual holdings - sector level analysis

toggle between different performance time periods (1M, 3M, 6M, 1Y)

scatter plot

ABSOLUTE VALUES SHOWN HERE NOT MOVEMENT

STOCKS HIGHLIGHTED ON EITHER SIDE ON HOVER OR SELECT

stock list

MOVEMENT IN PORTFOLIO MENTIONED

MOVEMENT IN MARKET FOR SELECTED TIME PERIOD

fundamentals analysis

WHY

ACTIONS

analyze

consume

discover - portfolio drivers of sector/market cap allocation imbalances - holdings which disproportionately sway sector exposure due to strong outperformance or underperformance

discover - stocks which are consistent outperformers or underperformers across multiple fundamental dimensions

present - attributes which show a proper evidence of the reason of the movement over/under defined exposure values

present - evidence-based justifications for portfolio decisions

present - understand if poor conversion, quality, or risk factors drive performance

present - translate attribute meaning in risk/return terms for different investor preferences

lookup

explore

targeted searches for stocks meeting specific fundamental criteria

browse through sector comparisons and exploring different attribute combinations based on investor profiles

query

identify

compare

identify unexpected patterns, structural weaknesses, or strengths not immediately obvious

specific financial red flags or opportunities.

comprehensive comparison of stocks across multiple attributes and time periods

TARGETS

all data

trends - discover overall trends and distributions in portfolio and market data considering correlated attributes

clusters - identify coherent groups (e.g., sector clusters/high-performing peer groups) and surface persistent features either across time or topology

outliers - stocks that distort exposures or signal excessive risk/opportunities considering correlated attributes wrt investor types

attributes

one - compare attribute values of one sector against values of other dependent or completely independent sectors

many - attributes which correlate strongly with portfolio performance - which drive risk segmentation

many - attributes which provide clear evidence for observed over/under defined exposure shifts in portfolio

many - compare attribute values between portfolio holdings and sector peers for decision support

many - connect attributes explicitly to client risk profiles and investment styles

WHAT

DATASETS & ATTRIBUTES

data type and attribute type

item

attributes

portfolio holdings and sector peer stocks - categorical

stocks highlighted in contributor and top performer panels - categorical

x/y axis financial metrics - quantitative

current value of stock - quantitative - ordered - sequential

% growth in portfolio (for contributors) - quantitative - sequential

market growth % (for sector peers) - quantitative - sequential

time-series data for historical tooltip display

dataset type

multi-dimensional integration

portfolio layer stock weights within the portfolio, sector weights within the portfolio, performance attribution components by stock and sector level within portfolio

market layer - market sector weights weighting the impact of market performance

target allocations, exposure limits, violation calculations

market data available

investor type

conservative

moderate

aggressive

survival indicators

indicator requirement

low

mid

high

net revenue

scale

measures the total revenue from business operations, indicating market expansion or demand growth

net income

profitability

shows the total profit after expenses, taxes, and interest, indicating overall financial health

current ratio

liquidity

shows short-term liquidity and the ability to cover short-term liabilities with short-term assets

debt-to-equity ratio

leverage

compares total debt with equity, reflecting how much the company relies on borrowed funds

operating cash flow

cash flow

indicates the cash generated by the company’s operations, a measure of financial stability

growth indicators

indicator requirement

low

mid

high

eps

returns

represents profit allocated to each share, indicating earnings efficiency for shareholders

roe

effectiveness

measures how effectively equity capital is used to generate profit, reflecting management efficiency

p/e ratio

valuation

measures how much investors are willing to pay for a company's earnings, reflecting market optimism.

profit margin

discipline

shows how much operating profit is generated per dollar of sales. net income as a percentage of sales

dividend yield

income

indicates the return on stock through dividends, useful for income-focused investors.

correlation matrix

indicator requirement

low

mid

high

scale

net revenue

profitability

net income

liquidity

current ratio

leverage

debt - to - equity

ratio

cash flow

operating

cash flow

returns

eps

effectiveness

roe

valuation

p/e ratio

discipline

profit margin

income

dividend yield

conservative investor

preferences

quality

sustain-

ability

efficiency

resilience

accretion

coverage

distribution

scalability

self-

sufficiency

utilization

aggressive investor

preferences

potential

sentiment

financing

dominance

re-

investment

expansion

innovation

retention

vision

leverage

scale

net revenue

profitability

net income

liquidity

current ratio

leverage

debt - to - equity

ratio

cash flow

operating

cash flow

returns

eps

effectiveness

roe

valuation

p/e ratio

discipline

profit margin

income

dividend yield

potential

quality

efficiency

accretion

sentiment

resilience

potential

quality

efficiency

accretion

sentiment

resilience

net revenue vs. net income

purpose

tests if company is internally funding growth, avoiding risk

captures market’s expectations vs reality

checks if profits actually accrue per share

ensures high roe comes from strong operations, not leverage

validates earnings with cash; earnings quality

checks if growth in sales translates into profits

rationale

ensures high roe is achieved with modest leverage—enhances confidence that future earnings won’t be impaired by financial distress

captures how the market is pricing in expected near-term earnings—vital for gauging if a rally (or sell-off) is justified

shows that growing profits truly accrue to each share (no dilution)—essential when modeling per-share intrinsic value and payout capacity

validates that the company turns sales into real shareholder returns—even strong sentiment can’t override a bad roe

guards against accounting distortions—ensures profits really convert to cash before you trust any valuation multiple

blends top-line momentum with actual profit delivery—useful to catch early movers that have both sales and earnings momentum

conservative interest

wary of firms with high debt-to-equity – no matter how good the roe looks – because they want to avoid the risk of bankruptcy or crisis dilution

price should reflect earnings power. conservatives prefer p/e ratios justified by actual eps performance, not just hope

expect net income growth to translate into proportional eps growth, indicating little dilution. if net income rises but eps stagnates or falls, it signals dilution of shareholder value

examine whether a high roe is supported by a healthy net profit margin. a strong margin indicates roe is driven by genuine profitability

stable or growing cash flow in tandem with net income reassures them that profits are tangible and not merely an artifact of accrual accounting

rising sales feed through to higher net income, emphasizing sustainable expansion

aggressive interest

recognize that if growth is built on an overly leveraged balance sheet, it could quickly unravel in a downturn

buy into optimistic forecasts and are comfortable with valuations that assume significant eps growth ahead

willing to accept EPS dilution in the short term as companies issue shares or options to fund expansion

focus on high roe figures even with modes profit margins, reasoning that companies can use asset efficiency or leverage to boost returns

seek situations where reported earnings are strong but cash flow is temporarily low (for example, due to surging receivables or inventory required for expansion

willing to accept low or even negative net income in the short term as long as sales are skyrocketing

HOW

ENCODE

arrange

express - quantitative attribute values along aligned horizontal and vertical axes in scatter plots (e.g., revenue on x, income on y)

separate - key grouping variables sector with clearly delineated color hue distinctions

map

rectangle area - for sector portfolio weight - area encoding

horizontal position + color - for sector classification - spatial region for categorical data

color luminance - for performance magnitude - 4 bands of 100%, 75%, 50%, 25% luminance in both color channels - red and green

height of rectangle/vertical position - for stock weight and performance direction

rectangle label - for individual stock identity - precise identification

OPERATE

manipulate

select

change

click sector rectangle to drill down into individual holdings - sector level analysis

toggle between different performance time periods (1M, 3M, 6M, 1Y)

scatter plot

ABSOLUTE VALUES SHOWN HERE NOT MOVEMENT

STOCKS HIGHLIGHTED ON EITHER SIDE ON HOVER OR SELECT

stock list

MOVEMENT IN PORTFOLIO MENTIONED

MOVEMENT IN MARKET FOR SELECTED TIME PERIOD

FUNDAMENTAL ANALYSIS

scatter plot for every sector to understand correlations of stocks under-performing in portfolio and compare them with ones not in portfolio

[project best viewed on desktop]

FUNDAMENTALS ANALYSIS

INVESTMENT MAP

OPPORTUNITIES SET

sequence of six correlation charts to help the sub-broker understand the intrinsic value of any stock in accordance to the clients' risk profiles

comprehensive presentation of current situation to help the sub-broker understand the relations between sector and market cap violations for every stock and decide rebalancing actions accordingly

insights panel

INSIGHTS PANEL

DEFINED INSIGHTS CATEGORIES

structural soundness

reveals whether the financial foundation of the company is solid — profit backed by cash, low debt, consistent ratios

growth trajectory

shows how well the company is scaling revenue, earnings, or eps — and whether growth is healthy or unsustainable

return quality

examines how efficiently the company turns operations into shareholder returns — margins, roe, eps, etc.

market misalignment

surfaces where the market perception (price/multiples) diverges from fundamentals — undervaluation or hype

4 VISUAL INDICATORS OF PATTERNS THAY MAY SURFACE

PATHWAYS OF HOW TO FIND THE INSIGHT MENTIONED

WHAT TO AVOID TO CHANGE TO OPPORTUNITIES FOR AGGRESSIVE INVESTOR PROFILES

insights panel

INSIGHTS PANEL

DEFINED INSIGHTS CATEGORIES

structural soundness

reveals whether the financial foundation of the company is solid — profit backed by cash, low debt, consistent ratios

growth trajectory

shows how well the company is scaling revenue, earnings, or eps — and whether growth is healthy or unsustainable

return quality

examines how efficiently the company turns operations into shareholder returns — margins, roe, eps, etc.

market misalignment

surfaces where the market perception (price/multiples) diverges from fundamentals — undervaluation or hype

4 VISUAL INDICATORS OF PATTERNS THAY MAY SURFACE

PATHWAYS OF HOW TO FIND THE INSIGHT MENTIONED

WHAT TO AVOID TO CHANGE TO OPPORTUNITIES FOR AGGRESSIVE INVESTOR PROFILES

INSIGHTS PANEL

help sections to educate and re-iterate sub-brokers with patterns to be found in the plot and insights that can be found in the plot, otherwise not visible in sub-conscious mind

[project best viewed on desktop]

/questions/

UNANSWERED QUESTIONS

questions which remain unanswered after the 6 correlation charts above

"how do we size positions to maintain both sector and market cap allocation targets simultaneously?"

"which stocks should get increased/decreased weights to rebalance without violating dual constraints?"

"how do we sequence trades when sector rebalancing conflicts with market cap rebalancing?"

"how do correlation patterns change when we alter position sizes across both dimensions?"

"which dimension (sector vs market cap) should take priority during constraint conflicts?"

"how do we measure and control spillover effects between dimensions?"

investment map

quantifies over/under exposure in sector with percentage + color coding

quantifies over/under exposure in market cap with percentage + color coding

only stocks in portfolio shown here as others wouldn't have exposure values

indicates market cap category and percentage exposure violation

quantifies sector overweight/underweight with percentage + color coding

market cap identification with weightage in market cap composition mentioned

check the performance of the stock in relation to its actual value change (ltp% change)

the plot from where the stock is selected is mentioned so that context is not lost

investment map

quantifies over/under exposure in sector with percentage + color coding

quantifies over/under exposure in market cap with percentage + color coding

only stocks in portfolio shown here as others wouldn't have exposure values

indicates market cap category and percentage exposure violation

quantifies sector overweight/underweight with percentage + color coding

market cap identification with weightage in market cap composition mentioned

check the performance of the stock in relation to its actual value change (ltp% change)

the plot from where the stock is selected is mentioned so that context is not lost

INVESTMENT MAP

all the stocks in the client's portfolio with violations either in sector/market cap allocation listed to provide sub-broker the complete picture of the investments

[project best viewed on desktop]

INVESTMENT MAP

OPPORTUNITIES SET

comprehensive presentation of current situation to help the sub-broker understand the relations between sector and market cap violations for every stock and decide rebalancing actions accordingly

selection of rebalancing strategies for the sub-broker to review and forward to the clients for final order placement approval

/questions/

UNANSWERED QUESTIONS

questions which remain unanswered after the 6 correlation charts above

"how do we decide which are the best stocks and which will be the best to replace with?"

"what is the actual value of fundamentals that are thought to be reviewed and how does it relate to judgement of similar stocks?"

"how to decide how much of one stock should be altered with so as not to affect others?"

review table

comparisons to previous range of time period selected

client portfolio overview for quick alignment

client's risk profile mentioned for quick reference

quantifies sector overweight/underweight with exposure values+ color coding (red/green)

market cap identification with exposure values within market cap composition mentioned

check the actual values of fundamentals performance of the stock in relation to its peers and actual stock performance (%growth)

action to be done by the backend with particular stock while creating the opportunities list

review table

comparisons to previous range of time period selected

client portfolio overview for quick alignment

client's risk profile mentioned for quick reference

quantifies sector overweight/underweight with exposure values+ color coding (red/green)

market cap identification with exposure values within market cap composition mentioned

check the actual values of fundamentals performance of the stock in relation to its peers and actual stock performance (%growth)

action to be done by the backend with particular stock while creating the opportunities list

REVIEW TABLE

final rebalancing actions to be done on selected stocks (both within/outside portfolio) in accordance with fundamentals necessary to justify the actions

[project best viewed on desktop]

/questions/

UNANSWERED QUESTIONS

questions which remain unanswered after the 6 correlation charts above

"what is the amount that needs to be put in or taken out to balance the portfolio?"

"should it be a combination of buying/selling or only buying or selling should be the activity?"

"are the opportunities aligned to the clients risk profile and targets?"

"what should be the final sizing of the positions to be adjusted?"

"what would be the cash component that's remaining after the rebalancing is done?"

suggestion set

quantifies over/under exposure in sector with percentage + color coding

quantifies over/under exposure in market cap with percentage + color coding

only stocks in portfolio shown here as others wouldn't have exposure values

indicates market cap category and percentage exposure violation

AMZN

3,000.00

(+0.50%)

Medium Stability

High Profitability

CONSUMER GOODS

+2.50 %

Quantity

1 Share

Total Value

3,000.00

direct meanings of indicators shown here to remind appropriate selection for client

sub-brokers can change the quantity and check how the scales will move because of this activity

total value of the action mentioned to give exact idea of how each stock will affect allocation violations

action which was selected by the sub-broker for the specific stock is highlighted here

suggestion set

quantifies over/under exposure in sector with percentage + color coding

quantifies over/under exposure in market cap with percentage + color coding

only stocks in portfolio shown here as others wouldn't have exposure values

indicates market cap category and percentage exposure violation

AMZN

3,000.00

(+0.50%)

Medium Stability

High Profitability

CONSUMER GOODS

+2.50 %

Quantity

1 Share

Total Value

3,000.00

direct meanings of indicators shown here to remind appropriate selection for client

sub-brokers can change the quantity and check how the scales will move because of this activity

total value of the action mentioned to give exact idea of how each stock will affect allocation violations

action which was selected by the sub-broker for the specific stock is highlighted here

OPPORTUNITIES

list of various rebalancing strategies to be selected and forwarded to the client along with details of why these opportunities were surfaced

[project best viewed on desktop]

/questions/

UNANSWERED QUESTIONS

questions which remain unanswered after the 6 correlation charts above

"how will the equity allocations look like after the rebalancing is done?"

"can i see what adjustments were made to the individual sector allocations?"

"while selecting the final set, what indicators would be most useful for the client's risk profile?"

equity allocation updates

adjustments made to the allocations

equity allocation updates

adjustments made to the allocations

ALLOCATION ADJUSTMENTS

final check of how the allocation rules are reacting to each opportunity set where in adjustment in each sector/market cap is highlighted

[project best viewed on desktop]

thank you for being with me till here

again as before, there's a lot more to talk about - the past and the future of this project, which we can, if given the opportunity

CLIENT PERFORMANCE REPORT

FUNDAMENTALS ANALYSIS

INVESTMENT MAP

OPPORTUNITIES SET

four charts give the sub-broker a snapshot of the client's portfolio - what they hold, how it performed, when it moved, and, which specific stocks drove or dragged performance

sequence of six correlation charts to help the sub-broker understand the intrinsic value of any stock in accordance to the clients' risk profiles

comprehensive presentation of current situation to help the sub-broker understand the relations between sector and market cap violations for every stock and decide rebalancing actions accordingly

selection of rebalancing strategies for the sub-broker to review and forward to the clients for final order placement approval